Sustainable special fund (KES & USD)
Investcent Green Fund
Grow your wealth over the medium to long term through green bonds, renewable energy and sustainable agriculture.

Minimum
KES 100,000 or USD 1,000
Top-up
KES 50,000 or USD 500
Lock-in
180 days
Compounding
Monthly
Latest figuresSample figures
- KES class
- 12.40%
- USD class
- 6.80%
Return over the last 12 months after fees as at 27 October 2026.
Figures are net of fees and change over time. Past performance is not a guide to future returns, and returns are not guaranteed.
Who it suits
A fund for investors who want growth with a green purpose
The fund invests in green bonds, renewable energy, sustainable agriculture and other ESG-screened instruments across approved markets. It aims for capital growth with a measurable sustainability impact.
It suits investors with a medium to long-term horizon who can leave their money invested for at least 180 days.
Risk profile: medium to high
- Low
- Medium
- Medium to high
- High
Key facts
The fund terms for both currency classes
Fund terms
- Investment horizon
- Medium to long term
- Risk profile
- Medium to high
- Lock-in period
- 180 days
- Management fee
- 5.0% a year pro rata
- KES class performance fee
- 10% above a 25% hurdle rate
- USD class performance fee
- 10% above a 15% hurdle rate
- Initial fee
- None
- Compounding
- Monthly
- Theme
- Green and ESG
Investors and oversight
- Target investors
- Individual, high-net-worth, institutional and qualified investors
- Trustee
- NCBA Bank Kenya PLC
- Custodian
- I&M Bank Kenya
- Regulator
- Capital Markets Authority
Fund documents
Read the documents for this fund before you invest
Fund documents
Key investor information
The key investor information document for each fund and currency class.
Investcent Green Fund (KES class)Sample
PDF, 45 KB · Updated 1 October 2026
Investcent Green Fund (USD class)Sample
PDF, 45 KB · Updated 1 October 2026
Information memoranda
The information memorandum and trust deed behind each fund.
Investcent Green Fund information memorandumSample
Covers the Kenya shilling and US dollar classes, with the trust deed summarised.
PDF, 42 KB · Updated 30 June 2026
Annual and performance reports
Each fund’s audited annual report and its latest performance report.
Investcent Green Fund annual report 2025Sample
Audited financial statements for the year to 31 December 2025.
PDF, 39 KB · Updated 30 April 2026
Performance report, third quarter 2026Sample
Returns after fees for every fund and class to 30 September 2026.
PDF, 43 KB · Updated 15 October 2026
Fees and charges
The schedule of fees for every fund.
Schedule of fees and chargesSample
PDF, 40 KB · Updated 1 October 2026
Account forms
The forms you fill in to open, change or close an account.
Individual and joint account application formSample
PDF, 33 KB · Updated 1 September 2026
Corporate and institutional account application formSample
PDF, 33 KB · Updated 1 September 2026
Withdrawal request formSample
PDF, 32 KB · Updated 1 September 2026
Investor guides
Plain-language guides to how our funds work.
How our unit trust funds workSample
A short guide to units, the trustee and custodian, and how returns reach you.
PDF, 40 KB · Updated 15 August 2026
No documents match your search.
Fact sheets
Latest KES class fact sheetSample
September 2026
PDF, 44 KB
Latest USD class fact sheetSample
September 2026
PDF, 44 KB
How to invest
Three steps to your first investment
Step 1
Tell us about you
Invest now asks who is investing, what you are interested in and how we should reach you.
Step 2
Talk to an adviser
Our team comes back to you within one working day to answer your questions.
Step 3
Open your account
You open and fund your account in the Investcent client portal.
Investcent Green Fund
Grow your wealth in the green economy with Investcent Investment Bank.

Enquiries
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Important information
Past performance is not a guide to future returns, and the value of units can fall as well as rise. Read the fund's information memorandum before you invest.
Special funds carry a 180-day lock-in. The Capital Markets Authority regulates the Investcent Green Fund. NCBA Bank Kenya PLC is its trustee and I&M Bank Kenya is its custodian.